Managers of Wealth

Large Gaps in Swiss Risk Management Practice

Everything is again in flux now.

Who Wins When ESG Investing Principles and Crypto Investments Collide? (1/2)

Let’s consider Bitcoin/cryptocurrencies as the irresistible force and ESG investment principles as the immovable object.

Buy, Borrow, Die: How Rich Americans Live Off Their Paper Wealth

Banks say the wealthy are borrowing more than ever, using low-interest loans backed by their investments

Antiques: Do you really need an art advisor?

Along with the Guggenheims and other early accumulators, many people today now view art as a legitimate asset class and worthy of investment.

Who are the winners and losers from the global corporation tax agreement?

World's biggest economies will be the main gainers but offshore tax havens, low-tax European nations and poorer nations could suffer

Branson and Bezos aren’t alone in seeing potential in space travel

Branson has denied that he is competing with Bezos, 57, despite announcing his own voyage shortly after the American tycoon.

Post Covid World Challenge – Integrating YOU Into Organizations Successfully

Whether your intentions are altruistic or financially motivated, the integration of sides (B2B, B2C, P2P, I2I, and combined assets) is a dance that must be choreographed throughout the integration process to ensure mutual success.

City & Financial Global Women in Finance Summit speech – John Glen MP

Speech by John Glen MP, Economic Secretary to the Treasury, to the City & Financial Global Women in Finance Summit

Swiss credit: spotlight on inflation and ESG

The US Federal Reserve has already brought forward its expectations for initial US rate hikes to 2023, somewhat soothing market jitters.

Building digital trust in an ever-changing world

The C4DT at EPFL was created to answer the challenges posed by the digitalisation of society and the lack of trust in digital services.

The role of digital trust in wealth management

As we emerge from the global health crisis, how can advisers increase trust with their clients?

We are all Ozymandias (revisited) by Tim Price

Many believe that Shelley was inspired by this seven ton portion of that original statue.

Hybrid Advisory: The Future of Client Experience?

Banks and wealth managers need to find a balance between what technology and what talented staff offer clients.

The Most Generous Philanthropist You've Never Heard Of

You may be surprised to learn who is the most generous philanthropist of the last century. Spoiler: it's not Bill Gates.

Geneva WM fintech CEO sells 75% stake and explains how the firm grew without sales team

The fintech offers services that improve digitalisation processes for wealth management companies.

Preparing for generational wealth transfer post covid-19

Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector has seen a major shift with the generational wealth transfer timeline shortening significantly.

PIMFA welcomes reduction in proposed FCA fees

It is still unclear what the FCA hopes to achieve through their undefined market study, and the largest firms with superior controls will still be penalised.

Credit Suisse: The top managers put to the test

The CS Chairman of the Board of Directors had little to do with the recruitment of Hannaford.

Goldman Sachs: Ethereum May Surpass Bitcoin as Store of Value, But Not Gold

Analysts at Wall Street investment bank Goldman Sachs have reaffirmed their bullish stance on the world’s second-largest crypto asset, Ethereum.

How do you solve a problem like younger clients?

International Adviser spoke to The Private Office (TPO), Tilney Smith & Williamson and IWP to discuss how the UK advice market should approach serving younger clients.

Comment & Analysis